Exchange files, information and comments through download links, web forms, corporate portal or mobile Apps.
ALREADY TRUST DOCUO
The Docuo user interface is designed to provide you with visual control of your business processes. Each workflow shows intuitively which documents are in which step of the process using a color code by status. Detecting bottlenecks and controlling labor demand has never been easier.
Create emails and notifications automatically using templates and have Docuo send them for you, to people on your team or to your clients, when a workflow transition is executed or when a document has been in the same state for several days.
Send contracts and agreements to your clients for their review and signature through personalized links that they can use from their mobile devices with full legal validity, thanks to the European eIDAS regulation.
Quickly create a custom web form to collect the fields you need so you can continue the automated workflow process including processes such as creating new offers, tickets, requests, or even firing off another workflow.
Create your documents automatically from Microsoft 365® templates and fill in your specific data using the data fields (metadata) for each document category. Organize your company’s templates within Docuo.
Our advanced search functionality allows you to find what you are looking for quickly. Don’t remember the file name? No problem, simply type in characteristics about the document and our system will pull it up using advanced metadata search capabilities.
Organize files not only in folders, but by tags and characteristics. Locate your documents by where they reside or by various categories.
Configure groups, security protocols and permissions for users. Get a detailed log of accesses, downloads and other actions.
Configure Docuo with your company logo and your corporate colors. In this way, the portal will offer your users a familiar and friendly experience. Create a link from your organization’s website to facilitate access.
Send a link to clients and allow them to download any file. Docuo download links are safe and ready for professional use; set expiration date, password, “one time use” and much more.